Practice Management Software
Practice Management Software
For CAs & Tax Practitioners
Manage Tasks, Clients & Documents, Track time, Send Reminders, and much more
See Finexo in Action
Watch how Finexo PMS streamlines your practice operations
Trusted by hundreds of CA and Tax Practitioners Accross India
Saving them time and efforts
- Charterd Accountant
- 700+
- Tax Practitioners
- 400+
- Clients Managed
- 2,35,000+
All Details in One Place
Save 10+ Hours Weekly: Focus on Clients, Not Task Management
Create and manage tasks easily. Allocate to your team members and track the status of the tasks. Get notified when the task is completed.
- Create Task Automatically
- Just select date on which you want to create each task. For example, if you want all GSTR-1(Monthly) tasks to be created on 7th of every month, just select 7th and system will create tasks for all GSTR-1(Monthly) GSTINs on 7th of every month.
- All things considered
- System will also consider the QRMP selection, registration date, cancellation date, registration type (regular or composition) etc. while creating tasks. For example - Task for June 2024 will not be created for GSTIN which is cancelled in May 2024.
- Manage Task
- Allot task to your team members, track the status of the task, set due date, add comments. Get notified for each change by your team members.
Declutter all information
Manage Clients
Keep all your client information in one place. Save passwords for all portals, attach docs like pan, aadhar, etc. Add new fields using custom fields option.
- Import Clients
- Import all client easily with excel import option. Or you can just add all GSTIN to start managing GST clients.
- Manage DSC
- You can manage DSC of all clients with our DSC management option. Get reminders for expired and soon to expire DSC.
- Use Custom Fields for Extra Information
- If you need to save some extra information for your clients, you can use custom fields option.
Get Demo From a Product Specialist
Increase Productivity
Manage your whole team
Assign tasks to users. Track their progress.
- Set Responsibility
- Every action done by you or your team members is saved. You can check activity logs to see what has been done. It sets responsibility in your team.
- Decrease Communication Load
- It happens that you calls/whatsapp team members when they are not around. Which distracts them from their work and takes your time too. With this software, you can assign tasks to your team members and they see it in their dashboard.
- Use Task Comments for Every Update
- Can you remember all the updates you made to a task? With this software, your team members can add comments to a task. No more to and fro communication on WhatsApp which you cannot found after some weeks.
Everything you need
Built for CA & Tax Practitioners
Practical features to help you manage your practice efficiently and effectively.
- Tasks Management
- Client Management
- Team Management
- DSC Management
- Register In-out
- Todos
- Fees Tracking
- Bulk Reminders
- Multiple Firm Support
- Invoicing (Coming Soon)
- Automated Whatsapp Reminders (Coming Soon)
- Attendance (Coming Soon)
- Chat For Team Communication (Coming Soon)
Why Finexo PMS?
You will find tens of practice management software with a simple google search. So why should you choose Finexo PMS?
- Build Specifically for CA/Tax Practitioners
Our founders were in the Tax practice for more than 10 years. We know the pain points of CA/Tax Practitioners and have built Finexo PMS to solve those pain points.
- Practical Features
We have built features that are practical and useful for CA/Tax Practitioners. Not just to show a big list of features.
- Fast and User Friendly
Finexo PMS is fast (check for yourself). Easy navigation and user friendly interface.
- Secure
We uses high level encryption for all sensitive details like email, phone numbers etc. We also uses SSL for all communication between your browser and our servers.
- Continous Development
We are continuously working on improving Finexo PMS. We are also adding new features and improving existing features based on feedback from our users.
Our Customers Love Us
Finexo PMS is loved by hundreds of CA/Tax Practitioners. They use it to save time and invest more time in growing their practice.
Huge Time Saver
I used to spend hours reminding clients about GST and ITR deadlines. Now, with bulk messaging and auto-reminders, it's all handled effortlessly. I finally have time to focus on more important work instead of chasing clients!
CA Sandeep VermaPartner at Sandeep Verma & Co.Makes My Team More Efficient
We’re a mid-sized firm, and we needed something simple yet powerful. This software does exactly that. Tracking tasks, managing client records, and sending reminders is now so easy. Highly recommended!
CA Pooja ShahPartner at Shah & Shah
Best Decision for My Practice
I was skeptical about using software for client management, but Finexo PMS has completely changed my workflow. It keeps everything organized and saves me so much manual effort. Highly recommend it to every CA or tax practitioner!
Vikram BansalTax PractitionerAmazing Customer Support
The support team is fantastic! I had a small issue while importing clinets, and they responded quickly with a step-by-step solution. They really understand the needs of CAs and tax practitioners. Great service!
Astha JainGST Practitioner
Task Management Made Easy
Ever since we started using this software, my team has become much more organized. Task assignments are clear, we can track progress in real time, and everyone knows what needs to be done. It has improved our productivity tremendously
Amit KhannaPartner at Khanna & Co.Increases Team Accountability
Before using this software, it was difficult to track who was handling what. Now, tasks are assigned properly, and we can see real-time updates. It has made my team more accountable and efficient
Vikram NairTax Practitioner